Relationship Banker: Customer Advocate & Loan Expert

US Bank

Red Bluff (CA)

On-site

USD 50,000 - 70,000

Full time

3 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) retirement plan
Paid vacation (2–5 weeks)
Up to 11 paid holidays
Adoption assistance
Sick and Safe Leave

Job summary

U.S. Bank seeks a Relationship Banker to build client relationships face-to-face and provide trusted financial counsel. You will assess needs, open accounts, process loans, and promote digital products while collaborating with branch teammates to deliver an exceptional customer experience.

Responsibilities include proactive outreach, identifying financial solutions, and educating clients on available products and services. A strong emphasis is placed on compliance and customer service excellence.

Qualifications

  • Minimum 4–5 years of retail banking experience or equivalent training.
  • Strong relationship-building and client communication skills.
  • Knowledge of retail banking products and services.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up.
  • Identifies solutions for new and existing clients based on needs.
  • Opens new consumer and business accounts and processes service requests.
  • Educates clients on digital banking products and services.
  • Collaborates with branch team to serve clients.

Skills

Relationship building
Customer service
Digital banking
Sales experience
Communication skills

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Relationship Banker to build client relationships face-to-face and provide trusted financial counsel. You will assess needs, open accounts, process loans, and promote digital products while collaborating with branch teammates to deliver an exceptional customer experience.

Responsibilities include proactive outreach, identifying financial solutions, and educating clients on available products and services. A strong emphasis is placed on compliance and customer service excellence.

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